See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $319,811 | $114,381+179.6% | $107,525+197.4% | $142,382+124.6% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.1%+14.9pp | 80.1%+9.9pp |
| Annual return | 13.62% | 242.71%-229.1pp | 181.32%-167.7pp | 217.08%-203.5pp |
| Employer contribution / active EE | $15,269 | $4,015+280.3% | $3,754+306.8% | $4,299+255.2% |
| Participant deferral / active EE | $11,236 | $5,564+101.9% | $5,116+119.6% | $6,507+72.7% |
| Admin fee / account holder | $1,475 | $9,860-85.0% | $8,919-83.5% | $12,624-88.3% |